+17.3%
VTI vs B
+51.2%
-33.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | -0.3% |
| 7D | -2.0% | -5.0% | +3.0% | -1.4% |
| 30D | -1.9% | +8.7% | -10.7% | -3.1% |
| 3M | +4.5% | +17.3% | -12.8% | +2.1% |
| 6M | +12.6% | -5.0% | +17.6% | +12.1% |
| YTD | +12.0% | +1.4% | +10.5% | +10.4% |
| 1Y | +17.3% | +50.5% | -33.2% | +12.0% |
| All | +17.3% | +51.2% | -33.9% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded B wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling